topic Code G means a direct rollover. A direct rollover from a... in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/code-g-means-a-direct-rollover-a-direct-rollover-from-a/01/585267#M54923 <P>Code G means a direct rollover. A direct rollover from a 401(k) to a Traditional IRA is not taxable.</P><P>The IRS has a copy of your form 1099-R but will know from code G in box 7 that it is a non-taxable rollover. You do not need to amend your tax return. Just keep the form 1099-R in your tax records for at least 3 years.<BR /></P> Wed, 05 Jun 2019 23:09:02 GMT MinhT 2019-06-05T23:09:02Z We found a 1099-R for a rollover 401(k) that wasn't inputted into TurboTax. The taxable amount is $0. Do we need to file an amended return? https://ttlc.intuit.com/community/retirement/discussion/we-found-a-1099-r-for-a-rollover-401-k-that-wasn-t-inputted-into-turbotax-the-taxable-amount-is-0-do/01/585255#M54919 To be clear, our return has been filed and processed. We have received $ from IRS. Wed, 05 Jun 2019 23:08:56 GMT https://ttlc.intuit.com/community/retirement/discussion/we-found-a-1099-r-for-a-rollover-401-k-that-wasn-t-inputted-into-turbotax-the-taxable-amount-is-0-do/01/585255#M54919 TiredTaxLady 2019-06-05T23:08:56Z What is the code in box 7 of the form 1099-R? Was it roll... https://ttlc.intuit.com/community/retirement/discussion/what-is-the-code-in-box-7-of-the-form-1099-r-was-it-roll/01/585257#M54920 What is the code in box 7 of the form 1099-R? Was it rollover to a Traditional IRA or Roth IRA? Wed, 05 Jun 2019 23:08:58 GMT https://ttlc.intuit.com/community/retirement/discussion/what-is-the-code-in-box-7-of-the-form-1099-r-was-it-roll/01/585257#M54920 MinhT 2019-06-05T23:08:58Z A code G https://ttlc.intuit.com/community/retirement/discussion/a-code-g/01/585260#M54921 A code G Wed, 05 Jun 2019 23:08:59 GMT https://ttlc.intuit.com/community/retirement/discussion/a-code-g/01/585260#M54921 TiredTaxLady 2019-06-05T23:08:59Z A regular IRA I think https://ttlc.intuit.com/community/retirement/discussion/a-regular-ira-i-think/01/585264#M54922 A regular IRA I think Wed, 05 Jun 2019 23:09:00 GMT https://ttlc.intuit.com/community/retirement/discussion/a-regular-ira-i-think/01/585264#M54922 TiredTaxLady 2019-06-05T23:09:00Z Code G means a direct rollover. A direct rollover from a... https://ttlc.intuit.com/community/retirement/discussion/code-g-means-a-direct-rollover-a-direct-rollover-from-a/01/585267#M54923 <P>Code G means a direct rollover. A direct rollover from a 401(k) to a Traditional IRA is not taxable.</P><P>The IRS has a copy of your form 1099-R but will know from code G in box 7 that it is a non-taxable rollover. You do not need to amend your tax return. Just keep the form 1099-R in your tax records for at least 3 years.<BR /></P> Wed, 05 Jun 2019 23:09:02 GMT https://ttlc.intuit.com/community/retirement/discussion/code-g-means-a-direct-rollover-a-direct-rollover-from-a/01/585267#M54923 MinhT 2019-06-05T23:09:02Z